Business card scanner for your CRM
Losing customers in a stack of business cards?
Take a photo of the card, check what it read and save the contact, with a follow-up date while you still remember them.
30 minutes. You choose the day and the time.
- The photoA card: Jason Lim, Facilities Manager at a dental clinicTaken on your phone
- What it readName, phone, email, company and title, each in its own boxCheck what was read, then add
- The check"Jason Lim is already in this book"Open that one, or Add anyway
- SavedFollow-up date: next weekOn your list on the day
After the event
Every business card is someone to follow up, but typing them in takes a week
You came back from the home show with 23 cards and good intentions. They went in a drawer. By the time you type them in, the people who wanted a quote have asked someone else.
01The photo
Snap a business card and AI reads it for you.
Open Scan a business card from the New contact menu, or from More on your phone. Take a photo with your phone's camera, or choose one you took at the event. AI reads the name, phone, email, company and title.
- Take a photo, or choose one from your phone
- Reads the five details a card usually carries
- Singapore mobile numbers get +65 added
- New contact menuScan a business cardOr More, on your phone
- The photoA card from the home show, taken just nowOr choose one from your phone
02The check
Clean contacts, checked by you.
Nothing is saved until you've looked. The screen says "Check what was read, then add", and every field is yours to fix, so a smudged digit gets caught before it costs you the call.
- Every field can be changed before saving
- Company and title fill in once your pipeline has those fields
- Add contact saves it, Another photo starts the next one
- Not saved yetEvery field is on screen, yours to fix
- Phone+65 9246 1878Smudged: the card says 1873
03Seen them before
No second copy of someone you already have.
If the card matches someone already in your pipeline, by email, phone or name, it says so. Open that customer instead, or add the new card anyway.
- Checked by email, phone and name
- Open that one, or Add anyway
- Archived customers aren't counted
- The photoJason Lim, Facilities Manager
04The follow-up
Give them a follow-up date while you still remember them.
The card is now a customer in your pipeline. Set the follow-up date, add a note like "wants a quote for the clinic's reception" and they're on Next activity due on the day.
- Tomorrow, next week or next month, in one tap
- A note while the conversation's fresh
- On your list on the day you picked
- Marcus ChiaNow a customer in Renovation jobs
05The photo after
The photo is read, then forgotten.
The photo goes to Google's Gemini to be read and isn't stored. If you'd like to keep the card, tick "Attach the photo to the contact" and it's saved on their record.
- Not stored unless you choose
- Kept on the record if you attach it
- Needs a file field on your pipeline to attach
- The photoRead for its details, then not stored
And the rest
And the small things that save typing
Goes well with
Stop losing customers in a drawer of business cards.
Start with the cards from your last event.
30 minutes. You choose the day and the time.
Before you scan
Before you scan your first card
No. It runs in your phone's browser, laid out for a phone. Add it to your home screen to open it in one tap. There's no App Store or Google Play app yet.
You'll see it before it's saved. Every field is on screen to check and fix, and nothing goes into your pipeline until you tap Add contact.
No. It's one card per photo, so each one gets checked before it's saved. Tap Another photo for the next.
To Google's Gemini to be read, and then it's gone, unless you attach it to the contact.
Most scanners stop at the contact. Here the card lands in your pipeline with a follow-up date, so the person on it actually gets a call.
There's no public price for Palby CRM yet, so you'll get a price for your team on the walkthrough.